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AbbVie

1,727 hedge funds and large institutions have $71.3B invested in AbbVie in 2017 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 651 increasing their positions, 742 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 71

18% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.07B

2% more funds holding

Funds holding: 1,6921,727 (+35)

1.45% more ownership

Funds ownership: 67.19%68.64% (+1.5%)

4% more capital invested

Capital invested by funds: $68.3B → $71.3B (+$2.93B)

2% less funds holding in top 10

Funds holding in top 10: 8583 (-2)

12% less repeat investments, than reductions

Existing positions increased: 651 | Existing positions reduced: 742

Holders
1,727
Holders Change
+35
Holders Change %
+2.07%
% of All Funds
42.98%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.07%
New
123
Increased
651
Reduced
742
Closed
71
Calls
$1.25B
Puts
$1.07B
Net Calls
+$188M
Net Calls Change
+$176M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1551
Kingsview Wealth Management
Oregon
$238K +$229K +3,645 New
VSWA
1552
Vontobel Swiss Wealth Advisors
Switzerland
$238K +$229K +3,650 New
TC
1553
Trust Company
Kansas
$236K -$4.28K -68 -2%
AAM
1554
Aureus Asset Management
Massachusetts
$235K +$227K +3,606 New
EWA
1555
Exencial Wealth Advisors
Oklahoma
$233K +$27.2K +432 +13%
FCIM
1556
Fairview Capital Investment Management
California
$232K
EAM
1557
Eagle Asset Management
Florida
$231K +$223K +3,547 New
FAT
1558
First American Trust
California
$230K -$12.6K -200 -5%
CISOA
1559
Capital Investment Services of America
Wisconsin
$230K
PCP
1560
Proficio Capital Partners
Massachusetts
$230K +$60.9K +969 +38%
GAAM
1561
Guinness Atkinson Asset Management
California
$227K
BAAM
1562
Baker Avenue Asset Management
California
$226K -$10.4K -166 -5%
RFA
1563
Reilly Financial Advisors
California
$225K +$30.5K +485 +16%
FNBSF
1564
First National Bank Sioux Falls
South Dakota
$222K
SLT
1565
St Louis Trust
Missouri
$221K +$1.57K +25 +0.7%
STB
1566
S&T Bank
Pennsylvania
$219K -$80K -1,272 -27%
CCM
1567
Cribstone Capital Management
Maine
$219K -$2.2K -35 -1%
FC
1568
FIC Capital
New York
$218K -$15.7K -250 -7%
PCA
1569
Peddock Capital Advisors
Massachusetts
$218K
CCMW
1570
Cypress Capital Management (Wyoming)
Wyoming
$217K
DAM
1571
Delta Asset Management
Tennessee
$216K -$13.3K -211 -6%
4IG
1572
440 Investment Group
Kansas
$216K +$209K +3,317 New
FAG
1573
Financial Advisory Group
Texas
$215K -$22K -350 -10%
IF
1574
IRON Financial
Illinois
$215K +$440 +7 +0.2%
CM
1575
Capital Management
Virginia
$213K +$206K +3,272 New

ABBV Hedge Fund Activity: Q1 2017 in Review

1,727 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2017, worth a combined $71.3B — up 4.3% from $68.3B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ABBV positions and 71 closed out — a net gain of 52 holders — while 651 added to existing stakes and 742 trimmed.

The largest buyer was BlackRock, adding an estimated $5.55B. The largest seller was Highfields Capital Management, exiting entirely with an estimated $372M sold.

  • 1,727 institutional investors held AbbVie (ABBV) as of Q1 2017, up from 1,692 in Q4 2016.
  • Funds reported $71.3B of AbbVie stock for Q1 2017, up 4.3% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q1 2017 and 71 closed out, a net change of +52 holders.
  • The largest AbbVie buyer in Q1 2017 was BlackRock, an estimated $5.55B added.
  • The largest AbbVie seller in Q1 2017 was Highfields Capital Management, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2017.